FinTrust Capital Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $86.1K | Sell |
1,361
-82
| -6% | -$5.19K | 0.01% | 455 |
|
|
2024
Q2 | $79.3K | Buy |
1,443
+208
| +17% | +$11.4K | 0.01% | 441 |
|
|
2024
Q1 | $74.6K | Buy |
1,235
+873
| +241% | +$52.7K | 0.01% | 434 |
|
|
2023
Q4 | $23.4K | Hold |
362
| – | – | ﹤0.01% | 647 |
|
|
2023
Q3 | $21.8K | Hold |
362
| – | – | ﹤0.01% | 636 |
|
|
2023
Q2 | $23.4K | Hold |
362
| – | – | 0.01% | 609 |
|
|
2023
Q1 | $23.4K | Hold |
362
| – | – | 0.01% | 608 |
|
|
2022
Q4 | $23.4K | Hold |
362
| – | – | 0.01% | 608 |
|
|
2022
Q3 | $23K | Sell |
362
-118
| -25% | -$7.5K | 0.01% | 692 |
|
|
2022
Q2 | $30K | Sell |
480
-82
| -15% | -$5.13K | 0.01% | 632 |
|
|
2022
Q1 | $45K | Buy |
562
+36
| +7% | +$2.88K | 0.01% | 585 |
|
|
2021
Q4 | $40K | Hold |
526
| – | – | 0.01% | 587 |
|
|
2021
Q3 | $35K | Hold |
526
| – | – | 0.01% | 606 |
|
|
2021
Q2 | $37K | Hold |
526
| – | – | 0.01% | 598 |
|
|
2021
Q1 | $34K | Sell |
526
-4
| -0.8% | -$259 | 0.01% | 591 |
|
|
2020
Q4 | $30K | Hold |
530
| – | – | 0.01% | 576 |
|
|
2020
Q3 | $25 | Hold |
530
| – | – | ﹤0.01% | 609 |
|
|
2020
Q2 | $24K | Hold |
530
| – | – | 0.01% | 595 |
|
|
2020
Q1 | $22K | Hold |
530
| – | – | 0.01% | 600 |
|
|
2019
Q4 | $30K | Hold |
530
| – | – | 0.01% | 559 |
|
|
2019
Q3 | $31K | Hold |
530
| – | – | 0.01% | 538 |
|
|
2019
Q2 | $31K | Sell |
530
-785
| -60% | -$45.9K | 0.01% | 509 |
|
|
2019
Q1 | $71K | Sell |
1,315
-121
| -8% | -$6.53K | 0.03% | 330 |
|
|
2018
Q4 | $72K | Buy |
+1,436
| New | +$72K | 0.04% | 307 |
|